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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $547,550 | $162,136+237.7% | $152,301+259.5% | $154,746+253.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.85% | 91.02%-73.2pp | 80.50%-62.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,857 | $4,890-21.1% | $4,624-16.6% | $4,379-11.9% |
| Participant deferral / active EE | $19,019 | $8,341+128.0% | $8,004+137.6% | $6,730+182.6% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |